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Set up your client

Delete a client record

Accounting CS lets you, under specific conditions, select a client for complete and permanent deletion. When you delete a client record, the application deletes all related client data from the database, resulting in a smaller sized database. Once the client record is deleted, the client ID, EIN, and name of that client are available for use for another client.
You may want to delete a client record under any of the following circumstances:
  • The client record was added in error.
  • A CSA client conversion was done with incorrect options selected or with an unexpected result.
  • The client record was added with critical errors making data correction impractical.
You can't delete a client record if the client is the Firm client.
To delete a client record, follow these steps.
  1. Select
    Setup
    , then
    Clients
    .
  2. In the
    Clients
     screen, select the client you want to delete.
  3. Select
    Delete
    .
  4. In the
    Delete Client Confirmation
     window, enter the client ID of the client you want to delete, then select
    Delete
    . The
    Client Delete in Process
     window displays until the delete process is complete.

This article applies to:

  • Product: Workpapers CS